WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT.

Owner

Goods & Services

Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes

Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services

Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services

Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services